UBS On-Air: Market Moves Top of the Morning: CIO Strategy Snapshot - UBS House View
Apr 29, 2024
Jason Draho, Head of Asset Allocation Americas at UBS CIO, discusses market outlook scenarios, asset allocation recommendations, and concerns over 'stagflation'. Topics include market volatility, economic scenarios (soft landing, hard landing, Goldilocks), Fed's FOMC meeting expectations, UBSCIO's May investment strategy guide, and market insights from UBS CIO.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Navigating Market Volatility and Economic Scenarios
04:52 • 5min
Analysis of Fed's FOMC Meeting Expectations and Market Impact
10:19 • 3min
UBSCIO's May Investment Strategy Guide Overview
13:43 • 2min
Market Insights and Asset Allocation Guidance from UBS CIO
15:53 • 2min